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| Blueprint Financial Advisors LLC
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|---|---|
| CRD # | 315570 |
| SEC # | 801-121848 |
| CIK # | 0002054129 |
| AUM | 966.6 M (2026-04-30) |
| Employees | 35 (80% Investors, 51% Brokers) |
| Fees | |
| Minimum | |
| Phone | 844-200-2568 |
| Address | 1100 Kenilworth Ave Charlotte, NC 28204 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Schneider National Inc | 0.3 | ||
| Nvidia Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Sprott Physical Gold Trust | 0.0 | ||
| Sprott Physical Silver Trust | 0.0 | ||
| MPLX LP | 0.0 | ||
| iShares Comex Gold Trust | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,852 | 631.6 |
| (b) Individuals (high net worth individuals) | 31 | 300.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 30 | 34.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,913 | 966.6 |
| By Discretionary | ||
| Discretionary | 1,751 | 933.8 |
| Non-Discretionary | 162 | 32.8 |
| Total | 1,913 | 966.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 966.6 | |
| Total | 1,913 | 966.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002054129] | |
| 13F-NT | [0002054129] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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